Financial Advisor: Flexible, Impactful Planning & Growth

The Zara Group - Northwestern Mutual

Chesterfield (MO)

On-site

USD 42,000 - 70,000

Full time

14 days+

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Benefits offered by this job

Retirement

Performance bonus

Company events

Dental insurance

Flexible schedule

Health insurance

Advancement opportunities

Training & development

Vision insurance

Job summary

The Zara Group - Northwestern Mutual is seeking a Financial Representative to help individuals and businesses achieve financial security through personalized insurance solutions and comprehensive planning. You will build long-term client relationships and provide tailored financial plans, working with mentors and sponsors to obtain necessary licenses.

Join a team committed to mentorship, professional growth, and community impact, with opportunities for advancement and a flexible, supportive work

Qualifications

Education: a bachelor's degree is preferred.
Experience: previous experience in financial services, insurance or business development is beneficial but not required.
Skills: strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.

Responsibilities

Client Consultation: engage with clients to understand financial goals and concerns.
Financial Planning: develop comprehensive financial plans including investments, insurance and retirement.
Insurance Solutions: recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: monitor and adjust plans as circumstances change.
Networking: build and maintain a client network through referrals and community involvement.